Oracle PBCS - Workshop

EPM Overview

Presenter Name:

Oracle Development
Platform Technology Solutions
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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 Reasonable adoption Spreadsheets still Low EPM adoption

EPM Today within Finance at

larger organizations
dominate outside
Finance
by mid-size divisions
& organizations

Cloud is a key enabler Hybrid on-premise & Alignment across LOB,

of broader EPM cloud deployments divisional and corporate
adoption pose new challenges EPM efforts is a priority

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 What Organizations Need….

EPM for every function, not just Finance

Easy adoption and Rapid value

Flexibility across On-premise & Cloud

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Every Function Needs EPM
Fact-Based Planning and Informed Decision Making

Revenue Planning Promotions Planning Workforce Planning

Territory Planning Media Mix Planning Payroll Planning
Compensation Planning Product Lifecycle Planning Position-based Budgeting
Sales Performance Reports Marketing Briefs HR Briefing Books

SALES MARKETING HUMAN RESOURCES

Demand Planning Call Center Planning

Sales & Operations Planning Resource Planning
Product Profitability Analysis Service Revenue Planning
Operations Review Reports Service Performance Reports

OPERATIONS SERVICE

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Enabling EPM for Every Function
Targeted Innovations to Address Every Need

Pervasive Access Cross-functional Alignment Interactive Response Proven Scalability

• Intuitive, Interactive & • Agile, configurable, extensible • Instant calculations and • Granular data and models
simplified interface • Collaboration aggregation • Rapid deployment
• EPM on every device • Empowerment • Speed-of-thought scenarios • 1000’s of users

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

 Develop agile planning processes
in every function and respond
effectively to business change

Connect and align operational

planning processes with financial
planning

New Planning Imperative Create a culture of fact-based

Fact-based Planning, planning across the entire
Aligned Across the Enterprise organization

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New Close Imperative
Confident Financial Close
Leverage automation for all
Supporting Every Need
aspects of the close, dramatically
reducing the time and costs

Provide an extensible framework

to cover today's and tomorrow’s
reporting demands

Enable a culture of fact-based

decision making across the entire
organization

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New Reporting Imperative
Narrative Reporting for Informed Combine System-of-record Data
Decisions in Every Function with Rich Narrative Text to
capture the full story

Tap into the wisdom across the

entire organization through
secure collaboration

Address the needs of

Management Reporting and
External Disclosures

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Oracle EPM Cloud
Oracle Planning and Budgeting Cloud Service

• Enterprise Planning with the Simplicity of the Cloud

• Full power of Hyperion Planning, Available in the Cloud
• Rapid implementation: Application creation wizards, Starter
kits and templates for implementation in weeks
• Flexible deployment choices: Cloud and on-premise models,
Tools for application migration
• Enterprise Grade: Security, High Availability, Scalability
• Fully Managed: Patched, Backed Up, Upgraded by Oracle

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Pre-built Planning Modules
• Packaged modules
– Capital
– Workforce
– Projects
– Financials
• Quick and extensible
– Supports phased implementations
– Wizard-driven setup and maintenance
– Plug-and-play extensibility

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Best Practice Planning… Out-of-the-Box

Integrated Driver-based Bridging the Gap Between

Planning for the Income Project Planning Systems
Financials Statement, Balance Sheet, Projects and the Financial Planning
& Cash Flow Process

Headcount & Compensation Planning for the Long-term

Planning to link Financial impact of Capital Assets on
Plans with the Workforce Financial Plans
Workforce Capital

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Oracle EPM Cloud
Oracle Enterprise Performance Reporting Cloud Service

• Address Internal and Statutory Financial Reporting Needs

• Narrative-based management reporting and external
disclosures in one solution
• Complete: Authoring, collaboration, commentary and delivery
• Secure: Role-based, auditable access on desktop and mobile
devices
• Enterprise Grade: Security, High Availability, Scalability
• Fully Managed: Patched, Backed Up, Upgraded by Oracle

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle EPM Cloud: Any Industry. Any Size.
Easy Adoption. Rapid Value.

1000+ 62000+
Launched: Customers to date End Users and
February 14, growing!
2014

Built on over
Clients across
15 years of Available and
industries
Product Supported Globally
Financial Services, Higher Ed,
Consumer Goods, Retail, Services,
Innovation 24 X 7 X 365
High Tech, Public Sector

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Account Reconciliation Cloud Service

• Address the global reconciliation process

• For each process provide complete lifecycle including –
verifications, tracking of assignments, managing preparation
and review, minimizing risk and optimizing the process.
• Integrated with transaction systems
• Flexible and robust user owned reporting
• Fully integrated with the EPM Cloud

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Financial Consolidation & Close Cloud Service

• Address Management and Legal Entity consolidation needs for

a broad spectrum of customers
• Significant out of the box functionality with limited need for
customization (no scripting)
• Out of the box calculations, hierarchies and reports for quick
deployments
• Built in task orchestration for management of overall process
• Flexible, robust user owned reporting
• Fully integrated with the EPM Cloud

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“
Some vendors know
Enterprise. Some vendors
know Cloud.
Only those that can provide
both will be leaders.”
Robert Mahowald, IDC

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Cloud & On-premise:
Provide Flexible Choices
Innovation and Investments across
Cloud and On-premise

Allow customers to adopt EPM Cloud

at their own pace

Provide consistency and portability to

enable flexible deployment choices

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 Learn More – Oracle Planning Budgeting Cloud Services

 Oracle PBCS Home Page: https://cloud.oracle.com/home

 Oracle PBCS Documentation:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/index.html

 Getting Started with Oracle PBCS:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/docs.htm
 Videos: http://docs.oracle.com/cloud/latest/pbcs_common/pbcs_videos.htm
 Recommended Videos (EPM)
 Wilsonart on Oracle Enterprise Performance Management
 Linium on Oracle EPM Cloud
 Linium on Security with Oracle EPM Cloud and Time to Value
 gogo on the Benefits of Oracle EPM

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For More Information oracle.com/cloud
cloud.oracle.com/tryit

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